It looks like we're heading toward some major health insurance law changes, which may free up some of Congress' time to deal with our estate tax problem--if they do nothing, capital gains taxes (this year) and a large estate tax (next year) will affect a lot more people than they ever have before.
While we're waiting for some action, your current trust and/or will may not deal with the situation very well, including having some unintended consequences like disinheriting people you actually like.
This letter from Jan Copley and I explains it a bit further: letter to clients posted at Jan Copley/Russakow Ryan Johnson website.
We'll be reviewing a lot of estate plans over the next few months here at RRJ, and I'd be happy to review yours as well, so please feel free to call.
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